VanEck CLO ETF
CLOI
Market cap $572M

52.92 USD

+0.04

0.08%

At close Oct 15, 4:00 PM EDT

1 day

0.08%

5 days

0.09%

1 month

0.08%

3 months

0.15%

6 months

0.46%

Year to date

1.36%

1 year

1.73%

5 years

4.85%

0

Funds holding %

of 6,740 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

1,100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 3

278% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 4 (+2) [Q2]

61% more funds holding

Funds holding: 54 [Q1] → 87 (+33) [Q2]

33% more capital invested

Capital invested by funds: $164M [Q1] → $218M (+$53.8M) [Q2]

3.35% less ownership

Funds ownership: 59.69% [Q1] → 56.33% (-3.35%) [Q2]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for CLOI.

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about CLOI published over the past 30 days

Consider CLOB for CLO Income

The VanEck CLO ETF (CLOI) pioneered exposure to collateralized loan obligations (CLOs) via the ETF wrapper. That broadened access to an income-generating asset class that was the long the territory of professional investors.

Consider CLOB for CLO Income

CLOI Could Be A Solution For Lower Rates (Rating Upgrade)

Investors seeking high dividend yields in a lower Fed Funds environment should consider increasing credit risk with the VanEck CLO ETF. CLOI invests in AA and BBB CLO tranches, offering higher yields with minimal additional credit risk compared to AAA tranches. While CLOI isn't immune to lower Fed Funds, it compensates with higher all-in yields due to lower-rated holdings.

CLOI Could Be A Solution For Lower Rates (Rating Upgrade)

ETF Prime: Rosenbluth on Semitransparent Active ETFs & More

On this week's episode of ETF Prime, host Nate Geraci sat down with VettaFi's Head of Research Todd Rosenbluth to discuss Bitwise's XRP filing, semitransparent active ETFs, and CLOs. Later, Geraci welcomed Palmer Square founder Chris Long to discuss the $32 billion firm's ETF entrance.

ETF Prime: Rosenbluth on Semitransparent Active ETFs & More

CLO ETFs in Focus: Virtus, Blondbloxx, Nuveen Plot Entrance

Several firms are planning to launch collateralized loan obligation (CLO) ETFs, enhancing options for investors. CLOs have provided attractive risk-adjusted returns over the past decade, especially when compared to other fixed income investments.

CLO ETFs in Focus: Virtus, Blondbloxx, Nuveen Plot Entrance

Exploring Recent Catalysts for CLOs

Intensifying speculation that the Federal Reserve is nearing a potentially sizable interest rate reduction has provided some support for fixed income assets, as highlighted by a gain of nearly 1% over the past month by the Bloomberg U.S. Aggregate Bond Index. However, some fixed income ETFs have been better bets over the course of 2024.

Exploring Recent Catalysts for CLOs

Is CLO Outperformance Set To Continue?

CLO ETF performance has been outstanding these past few years. Most have seen below-average drawdowns, significant dividend growth, and massive outperformance with above-average yields. Yields range from 6.4% to 8.9%, and that is without leverage or excessive credit risk.

Is CLO Outperformance Set To Continue?

CLOs Offer Perks Relative to Other High Yield Assets

Bond yields remain elevated. But many income investors want to access strong income streams with reduced credit or interest rate risk.

CLOs Offer Perks Relative to Other High Yield Assets

CLOI: Delivering A 6.9% Yield With Low Volatility

The VanEck CLO ETF (CLOI) is a fixed income exchange-traded fund. We covered this name right when it was issued with a 'Buy' rating, and assigned a 'Hold' in 2023. The ETF has delivered robust returns since its inception and hasn't experienced significant downturns. CLOI has outperformed AAA-only peers, offers high yield until Fed rate cuts, and has low volatility, making it a strong investment option.

CLOI: Delivering A 6.9% Yield With Low Volatility

CLO Strategy Selectively Adds Risk Amid Rally

By William Sokol, Director of Product Management CLOs started the year strong and new issuance is at record pace. Tighter AAA spreads and a stable economic outlook drove a modest shift in our CLO strategy into lower investment grade tranches, but selection is key.

CLO Strategy Selectively Adds Risk Amid Rally

CLOI: Strong CLO ETF, But Better Choices Out There

CLO ETFs offer investors strong yields and performance. CLOI is a CLO ETF focusing on investment-grade tranches, but with a diversified portfolio. It yields 5.9%, somewhat less than expected, but returns have been a bit higher in the past, and quite strong overall.

CLOI: Strong CLO ETF, But Better Choices Out There

See News Rankings

Charts implemented using Lightweight Charts™